SS&C
Financial Services
TeamLeader,TAOperations
Neural analysis suggests this role is
optimal for Senior candidates.
“Team Leader, TA Operations at SS&C. Skills: Transfer agency, Operations management. Supervise day to day queries. Handle complex queries”
Industry & Context.
Problem-solving skills
What They're Looking For.
Must Have
3-5 years of experience in Transfer Agency and Operations, Experience in a related role within the financial services industry
What You'll Do.
Supervise day to day queries
Handle complex queries
Ensure timely resolution
Ensure accurate resolution
Escalate to management
Perform transfer agency activities
Screen associated parties
Administer client trades
Process cash movements
Process reconciliation
Support investor queries
Support client queries
Administer commission computation
Administer trailers computation
Process commission payments
Process trailer payments
Complete reconciliation
Deliver high-quality service
Assist with project implementations
Lead project implementations
Assist with change requests
Escalate issues to Line Manager
Act as catalyst for change
Act as catalyst for improvement
Demonstrate business acumen
Understand transfer agency offering
Champion adaptability
Participate in change management calls
How You'll Work.
Team & Collaboration
Internal stakeholders; External stakeholders
Communication Scope
Verbal communication; Written communication
Process & Methodology
Change management
Full Job Description
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. **_Job Description_** **Transfer Agency, Senior Associate** **Locations** : Malaysia | Hybrid ** _Get To Know Us:_** SS&C GIDS provides information processing and computer software services and products. The Company’s operating segments include financial markets, customer management, professional services, and output solutions. SS&C GIDS serves the alternative investments, asset and wealth management, banking and lending, insurance, and real estate industries. **_Why You Will Love It Here!_** * **Flexibility** : Hybrid Work Model * **Work/Life Balance:** Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * **Your Wellbeing:** Medical, Dental, Vision, Employee Assistance Program, Parental Leave and Well-Stocked Pantry * **Diversity & Inclusion:** Committed to Welcoming, Celebrating and Thriving on Diversity * **Training:** Hands-On, Team-Customized, including SS&C University * **Education:** Paid further education opportunities for employees who are eligible * **Extra Perks:** Bonus Scheme, SS&C Stock(s) Allocation for employees who are eligible ** _What You Will Get To Do:_** * Supervision and handling of day to day and complex queries, ensuring resolution in a timely and accurate manner with escalation to management if necessary. * Performing day to day transfer agency activities including but not limited to: * Account opening and maintenance of register * AML/KYC - Initial & ongoing screening of investor and associated parties (UBOs, Directors, trustees etc.). * Administration of clients’ trades including distributions , processing of cash movements, settlements and reconciliation * Investor/client query su
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